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    • Are Financial Advisors Too Bullish?

      Are Financial Advisors Too Bullish?

      Barrons.com· 2 days ago

      A new survey from Schwab highlights disparities in advisor and client outlooks, and at least one investment pro seems to side more with the client...

    • Yext to Acquire Hearsay Systems

      Yext to Acquire Hearsay Systems

      WealthManagement.com· 4 days ago

      The online presence and listings manager could pay up to $220 million for the client engagement and compliance platform.